Ed Mendlowitz

What would happen if CPAs offered clients a list of suggested services for a fixed fee?

Accountants and advisors do not live in a vacuum or are not cordoned off in a silo but are subjected to everything going on in the real world and in business and serving the needs of our clients.

The more innovative insights you provide, the sooner you will become recognized as a thought leader and have your ideas sought out.

Many managers are not in the habit of telling people they did something good.

Tax season is about providing superior, high-value services to clients. That means doing everything necessary to make the experience working with you pleasant.

Most accountants have just completed their tax season for last year's returns and are probably not thinking about their next tax season. But they should.

Changes are only accomplished if the firm leaders are committed to improvements.

Bookcases full of accounting and tax reference materials were useful at one time, but not so much anymore.

Each year Ed Mendlowitz prepares and provides to colleagues with a free, updated checklist file. This year's has 370 pages with 205 separate checklists.

Impress upon your clients the importance of engaging you to perform an array of services for them.